Transformation Director - Insurance & Investments

About the role

The Transformation Director leads enterprise-wide transformation initiatives in the insurance and investments sector, covering digital innovation, business process reengineering, operating model redesign, technology modernization, organizational restructuring, regulatory compliance and cultural change. The role works closely with executive leadership, business unit heads, technology teams and external partners to turn corporate strategy into measurable business outcomes.

Key responsibilities

• Develop and execute the enterprise transformation strategy and roadmap, advise the CEO and executive leadership, and align priorities with strategy, market, customers and regulation.
• Lead business process reengineering and operating model improvements, including simplification, standardization and automation.
• Drive digital transformation: automation, cloud adoption, data analytics, AI and technology modernization, working with IT leadership.
• Oversee the transformation portfolio and major change programmes, set governance, monitor milestones, budgets, risks and benefits, and coordinate programme directors, project managers and consultants.
• Build business cases, investment proposals and ROI assessments, and establish benefits realization frameworks.
• Lead change management, working with HR on communication, training and engagement, and promote a culture of innovation and continuous improvement.
• Engage stakeholders and regulators, ensure compliance with insurance, investment and financial services requirements, and manage strategic, operational, financial, technology and regulatory risks.

Required profile

• Bachelor's degree in Business Administration, Finance, Economics, IT, Engineering or a related field; Master's or MBA strongly preferred.
• 12-15+ years of progressive experience in business transformation, corporate strategy, organizational development, consulting or enterprise programme management.
• At least 5 years in a senior transformation leadership or director-level position.
• Demonstrated experience leading enterprise-wide transformation in complex organizations; insurance, banking, investment management or financial services experience highly desirable.
• Proven track record managing large-scale transformation portfolios, budgets and cross-functional teams.

Required skills

• Digital transformation, business process reengineering, operating model design and organizational change management.
• Financial analysis, strategic planning, stakeholder management and executive communication.
• Certifications such as Prosci, PMP, PgMP, Lean Six Sigma or Agile are advantageous.